&lt;h6&gt;Trusts and Estate Planning&lt;/h6&gt;
&lt;h2&gt;How we help you prepare to transfer your wealth in a tax efficient manner&lt;/h2&gt;

&lt;h3&gt;Ensuring the tax efficient transfer of your wealth.&lt;/h3&gt;
&lt;p&gt;When deciding on how to transfer your wealth, trusts provide structuring opportunities to give clarity and control as to who benefits from your wealth.&lt;/p&gt;
&lt;p&gt;Our advisers and technical experts offer advice and information on trust structures. These are an integral component of our advisory process to protect assets and ensure successful succession planning.&lt;/p&gt;

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&lt;h4&gt;Passing on wealth&lt;/h4&gt;
&lt;h2&gt;Trusts and estate planning&lt;/h2&gt;
&lt;p&gt;Specialist expertise in trust design is necessary to ensure your assets are invested in the most appropriate tax and legal structure.&lt;/p&gt;

&lt;h3&gt;Connect with a Unio expert&lt;/h3&gt;
&lt;p&gt;Tell us a bit about your needs and goals, and we will match you with an adviser with the right expertise.&nbsp;&lt;/p&gt;

&lt;h2&gt;The Ongoing Transfer of Irish Wealth&lt;/h2&gt;

% of Irish adults with an enduring power of attorney in place. (Safeguarding Ireland, 2022)

% of Irish adults who have made a will. (Red C, 2024)

% of Irish households receiving at least one substantial inheritance. (CSO, 2022)

Meet your retirement goals by investing for the long-term.

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Our advisers draw on diverse skill sets and expertise, bringing passion, experience and a fresh approach to your portfolio.

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Achieve freedom and financial security through your bespoke, comprehensive wealth plan.

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Introducing your Wealth Plan, your comprehensive strategy for guiding, guarding and growing your wealth.

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Investing for the long term to help you meet your financial goals.

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36%

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36^%